-16.5%
SOUN vs VEEV
+44.5%
-61.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.6% |
| 7D | -7.1% | -4.6% | -2.5% | -4.8% |
| 30D | -15.4% | +8.6% | -24.1% | -19.7% |
| 3M | -10.6% | +62.4% | -73.0% | -32.7% |
| 6M | -19.6% | +40.3% | -59.9% | -34.2% |
| YTD | -37.2% | +17.5% | -54.8% | -43.9% |
| 1Y | -57.1% | -6.1% | -51.0% | -57.1% |
| 3Y | +178.2% | +16.7% | +161.5% | +142.8% |
| All | -16.5% | +44.5% | -61.0% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VEEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling